RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
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- S•••••• I••••••••• M••••••••• L•• independent RIA currentsince Jul 14, 2025 · Portland, Or
- P••••••••• P•••• A••••••• formerOct 10, 2018 to Jul 10, 2025 · Culver City, Ca
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedNov 3, 2015 to Feb 28, 2019 · Culver City, Ca
- P••••••••• P•••• A••••••• to S•••••• I••••••••• M••••••••• L••left Jul 10, 2025, registered Jul 14, 2025 (4 days) · RIA to RIA
- C•••••••• I••••••••• R••••••• A•••••••• I••• to P••••••••• P•••• A•••••••left Feb 28, 2019, registered Oct 10, 2018 (-141 days) · Other
- Eric Glenn Imley left Protection Point Advisors for Soaring Investment Management, Llc (registered 2025-07-14)Jul 10, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address